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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,221 | $180,749-97.1% | $160,784-96.8% | $137,256-96.2% |
| Participation rate | 72.7% | 80.0%-7.2pp | 77.0%-4.2pp | 80.0%-7.2pp |
| Annual return | 20.29% | 2234.46%-2214.2pp | 1803.92%-1783.6pp | 220.34%-200.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $21 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |